RSM – Manager – Financial Due Diligence RSM US in India

The Corporate Institute; Hinoba-an; On-site; PHP 1,200,000 - 1,900,000; Full time

Job summary

The Corporate Institute is seeking an experienced financial due diligence professional to support buy-side and sell-side engagements from our Philippines office. You will lead deal teams, manage multiple workstreams, and ensure high quality deliverables for complex transactions.

Responsibilities include preparing transaction databooks, drafting FDD sections, and presenting findings in management calls, with emphasis on financial analysis, benchmarking, and trend analysis.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• CA/MBA Finance or equivalent preferred.
• 9+ years of related financial due diligence experience.
• Experience managing teams and multiple workstreams.

Responsibilities

• Prepare and review transaction databook/workbook to professional standards.
• Lead deal team activities and train junior members.
• Manage data requests and organize gathered information effectively.
• Create industry analyses and ad hoc analyses as needed.
• Prepare proposals, scopes of work, and management decks.
• Draft sections of the FDD report including Background and Quality of Earnings.
• Set up Debt/Net Working Capital analyses with high proficiency.
• Utilize Alteryx, Power BI, and related tools to support analyses.

Skills

Team leadership

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

CA/MBA Finance

Tools

Alteryx

Power BI

Excel

Word

PowerPoint

Job description

About the role:

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

Job Responsibilities:

• Prepare and review transaction Databook/Workbook in accordance with the firm’s professional standards.
• Active participation as a Deal team member with high proficiency, including training of junior team members.
• Prepare, update, and review initial/supplemental document request list and manage gathered data effectively.
• Prepare industry-specific and other ad hoc analyses.
• Preparation of the proposal and scope of work as required by the engagement team(s).
• Prepare Management discussion decks.
• Participate and lead specific sections in management calls and take notes in management meetings.
• Independently draft sections of the FDD Report such as the Background, Points of Interest, Quality of Earnings, Summary Financials and Exhibit.
• Set up of Debt/Debt like and Net Working Capital analysis with high proficiency.
• Proficiency in technology tools such as Alteryx, Power BI, etc.

Minimum Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 6-9 years of experience.
• Demonstrated experience managing teams and multiple workstreams.

Preferred Qualifications:

• Relevant experience from Big 4 or equivalent Transaction Advisory Services practice.
• Qualification: CA/MBA Finance.
• Approximately 9+ years of related financial due diligence work experience on buy-side and sell-side transactions.
• Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls.
• Advanced Excel, Word and PowerPoint skills.
• Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis.
• Excellent verbal and written communication skills.

Additional Role Expectations:

• Strong skills in critical thinking, problem identification, resolution and process improvement.
• Evaluated as an exceptional performer in current position.
• Demonstrates willingness to invest time in communication with U.S. based teams.
• Ability to be a self-starter and to be confident when interacting with team members, clients and asking questions.
• Able to work within tight deadlines and take responsibility for getting the job done in a timely manner.
• Preferred industry experience in one or more of the following: manufacturing, distribution, consumer products, business services, healthcare, financial services, or technology.